Sargent Investment Group LLC Invests $1.02 Million in Salesforce Inc. $CRM

Sargent Investment Group LLC purchased a new position in Salesforce Inc. (NYSE:CRM) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,844 shares of the CRM provider’s stock, valued at approximately $1,018,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Commonwealth Retirement Investments LLC purchased a new stake in shares of Salesforce in the fourth quarter worth approximately $25,000. Board of the Pension Protection Fund purchased a new stake in shares of Salesforce in the fourth quarter worth approximately $26,000. Key Capital Management INC purchased a new stake in shares of Salesforce in the fourth quarter worth approximately $26,000. Gilpin Wealth Management LLC purchased a new stake in shares of Salesforce in the fourth quarter worth approximately $26,000. Finally, Legacy Bridge LLC purchased a new stake in shares of Salesforce in the fourth quarter worth approximately $27,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Salesforce

In other news, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction that occurred on Thursday, March 19th. The stock was bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the purchase, the director directly owned 9,530 shares of the company’s stock, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction that occurred on Wednesday, March 18th. The stock was purchased at an average price of $194.62 per share, with a total value of $500,173.40. Following the purchase, the director directly owned 13,689 shares in the company, valued at $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.50% of the stock is currently owned by company insiders.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
• Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
• Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
• Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
• Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
• Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

Salesforce Stock Up 0.1%

Shares of NYSE:CRM opened at $166.07 on Monday. Salesforce Inc. has a 52-week low of $161.40 and a 52-week high of $276.80. The stock has a market cap of $136.01 billion, a P/E ratio of 19.22, a price-to-earnings-growth ratio of 1.03 and a beta of 1.16. The business’s 50 day moving average is $180.10 and its 200 day moving average is $206.75. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The company had revenue of $11.13 billion for the quarter, compared to analysts’ expectations of $11.05 billion. During the same quarter in the prior year, the firm earned $2.58 earnings per share. Salesforce’s revenue was up 13.3% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Sell-side analysts predict that Salesforce Inc. will post 10.29 EPS for the current year.

Salesforce declared that its Board of Directors has initiated a share repurchase program on Monday, March 16th that allows the company to buyback $25.00 billion in outstanding shares. This buyback authorization allows the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s management believes its stock is undervalued.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be given a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Salesforce’s dividend payout ratio (DPR) is 20.37%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on CRM shares. Needham & Company LLC reiterated a “buy” rating and issued a $400.00 price target on shares of Salesforce in a report on Thursday, February 26th. Barclays reduced their price target on Salesforce from $252.00 to $236.00 and set an “overweight” rating on the stock in a report on Thursday, May 28th. Northland Securities reduced their price target on Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a report on Tuesday, March 10th. DA Davidson reduced their price target on Salesforce from $200.00 to $175.00 and set a “neutral” rating on the stock in a report on Thursday, May 28th. Finally, Truist Financial set a $280.00 price objective on Salesforce in a research note on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $259.26.

Salesforce Profile

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.